B.A., B.Comm, CFP, CHS
Certified Financial Planner Financial Advisor,
Manulife Securities Incorporated
Life Insurance Agent,
SelectPath Benefits & Financial Inc.
I joined Selectpath in 2008 after working for one of Canada’s leading banks (the one with green letters). I was thrust into working with clients during the worst recession in recent memory. Nothing like having to field hard questions from upset clients to teach you the ropes.
With my detailed knowledge of a bunch of industry jargon and how to use expensive software, I have been able to help a lot of my clients be financially better off than their parents. I spent the first 4 years of my time here studying at home after my four (4!!) kids went to bed, taking tests and proving that I know what I'm talking about...and adding more letters to my already long name.
I spend my travel time listening to audiobooks on Behavioural Finance and the psychology of decision making. I am fascinated by this field and have been able to incorporate many of these theories into my Planning practice.